Daniel Beckwith
First Financial Consulting · Pasadena, California
Daniel Beckwith is a fee-only financial advisor at First Financial Consulting in Pasadena, California, who holds the CFP credential. First Financial Consulting reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | First Financial Consulting |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $762.6M across 2,192 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6342650 |
| Exams passed | Series 66 (2014) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | firstfinancial.is |
How Daniel's firm compares
- First Financial Consulting's average account is about $348,000, from its Form ADV (assets managed divided by 2,192 accounts).
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Questions about Daniel
Is Daniel Beckwith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and First Financial Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel's firm, First Financial Consulting, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Daniel Beckwith based?
Daniel Beckwith is based in Pasadena, California.
What credentials does Daniel Beckwith hold?
Daniel Beckwith holds the CFP credential.
Is Daniel Beckwith registered with the SEC?
Yes. Daniel Beckwith is registered as an investment adviser representative in CA (CRD 6342650), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does First Financial Consulting manage?
First Financial Consulting reports $762.6M across 2,192 accounts in assets under management.
How do I contact Daniel Beckwith?
Through Daniel's website, firstfinancial.is.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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